Private Client Executive: Wealth Growth & Risk Advisory

FCC; Andover (MN); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial services agency in Andover, MA, is looking for a Private Client Group, Client Executive. The role involves driving new sales, generating referrals, and maintaining strong relationships with high net worth clients. Candidates should have at least three years of sales experience in personal lines insurance or financial services, a relevant degree, and excellent communication skills. A current personal lines license is preferred. This position offers an outstanding opportunity to join a growing practice group.

Qualifications

• 3+ years sales experience in personal lines insurance or financial services.
• Local market knowledge & existing relationships preferred.
• Current Personal Lines license preferred, required within 3 months.

Responsibilities

• Drive new sales and generate referrals to high net worth clientele.
• Discuss marketing and pricing options and review coverage gaps.
• Provide proactive risk management advice to current clients.

Skills

Sales experience

Communication skills

Relationship building

Problem-solving

Organizational skills

Education

BS/BA in Business, Finance, Marketing or relevant discipline

Tools

Excel

Word

Outlook

Job description

A financial services agency in Andover, MA, is looking for a Private Client Group, Client Executive. The role involves driving new sales, generating referrals, and maintaining strong relationships with high net worth clients. Candidates should have at least three years of sales experience in personal lines insurance or financial services, a relevant degree, and excellent communication skills. A current personal lines license is preferred. This position offers an outstanding opportunity to join a growing practice group.